Organizing What Matters

Important Contacts Checklist

Identify categories of people and professionals a family may need to contact.

JMF-RESOURCE-CONTACTSSESSION STORAGE ONLYAnonymous allowed

Boundary

What this resource does and does not do.

This free resource is educational and preparatory. It does not provide legal, tax, financial, funeral, or professional advice and does not replace a paid JMF planning service or independent professional review.

AudienceFamilies organizing emergency or estate contact categories.

Lead captureOptional

Dataverse persistenceNo automatic persistence

Sensitive dataProhibited

Do not enterprivate contact list uploads, confidential advisor notes

Natural Next Step

Key Contacts Registry

You may want to consider this service if the resource shows a planning gap or a family need that would benefit from JMF support.

Organize Key Contacts

Session Tool

Use this without creating a client record.

JMF-RESOURCE-20260816121952-6K5ANT

Privacy boundary: SESSION STORAGE ONLY. This page does not send your answers to JMF. If you choose to continue, the inquiry step is separate.

Session notes

Organize Key Contacts